Opus Asset Management Sees No Recession In Malaysia

The video discusses the impact of political uncertainty on market volatility, particularly in the short term. It highlights the influence of global markets on the Malaysian economy and the importance of government stability. The discussion also covers fiscal policy expectations, emphasizing the need for fiscal consolidation and the potential impact of populist measures. Finally, the video examines the yield curve, identifying investment opportunities in both short and long-term fixed income markets.

In what ways does the speaker suggest that the market will follow the fundamentals of the economy?

What is the speaker's view on the value of the short end and long end of the sovereign curve?

How does the speaker describe the attractiveness of the fixed income market currently?